TQVIX Mutual Fund

TQVIX Mutual Fund

NAV$23.13
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Returns Overview

1 Month
+4.94%
3 Months
+9.64%
6 Months
+16.01%
YTD
+20.24%
1 Year
+31.13%
3 Years (annualized)
+18.56%
5 Years (annualized)
+13.09%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQVIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+11.41%
vs Peers
+8.83%

TQVIX Mutual Fund Performance

TQVIX performance across multiple time periods: 1-month 4.94%, YTD 20.24%, 1-year 31.13%, 3-year 18.56%, 5-year 13.09%, 10-year 12.30%.

TQVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

TQVIX vs another fund shows side-by-side returns. TQVIX alternatives are available in the Mutual Fund Screener.